Investment Strategies
Get the latest market outlook, as well as news and analysis on mutual funds, ETFs and alternative investments, all designed to help you construct a well-balanced portfolio for your clients
Merrill Wealth Management Launches Lending Group for Advisors, Clients
By Dinah Wisenberg BrinThe team brings together traditional investments, banking solutions and lending practices, the firm says.
September 04, 2025
BlackRock to Manage $80B in Citi Wealth Client AssetsThe banking giant called the arrangement the largest asset management deal of its kind.
August 26, 2025
Perfectionist? Achiever? Investigator? How Clients' Personality Type Informs Their Investment StyleAwareness of nine personal styles through the Enneagram can help advisors better relate to clients, author Benjamin Tan maintains.
August 21, 2025
The Target Date Fund Change That Could Help Boomers Avoid Retirement Ruin: Ron SurzBig firms are looking at risk with the wrong yardstick, the Target Date Solutions president suggests.
August 14, 2025
Why Are Investor Returns Lagging by 15% a Year? (It's Not Fees)Morningstar uncovered the habits of investors whose results trailed those of funds in their portfolios over the past decade.
August 11, 2025
Most Advisors Are Using Private Investments in Portfolios: EmpowerAnd their use is set to expand to retirement plans for high-net-worth and wealth-advised investors, according to one poll.
August 07, 2025
10 Best Dividend Stocks in 2025: MorningstarThese are analysts' picks among 75 high-yield stocks that meet screening requirements for quality and financial health.
August 04, 2025
11 Mistakes Clients Make When Things Are Going WellWhen the market is high, they might start to forget that long-term investing requires discipline.